Scott is the founder and President of Corbett Road and is a member of the Corbett Road Investment Committee. Prior to founding Corbett Road, Scott was a Branch Manager at Charles Schwab and began his financial services career at Legg Mason Wood Walker. Scott earned his BS in Consumer Economics from the University of Delaware and MBA from the University of Baltimore. He is a Certified Financial Planner™, Accredited Wealth Management AdvisorSM, and holds FINRA Series 7, 9, 10, 63, and 65 licenses and Life, Health and Variable Annuity Insurance licenses.
Jeff is a Managing Partner of Corbett Road and a member of the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7, 9, 10, 63, and 65 licenses. He has also earned the Accredited Asset Management Specialist and Certified Financial Fiduciary® designations.
Matthew is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. He offers clients years of financial services, retirement planning, and wealth management experience. Prior to joining Corbett Road, Matthew worked for Fidelity Investments and was a President’s Circle Award Winner. He has a Bachelor of Science from Virginia Tech and has earned the Certified Financial Planner™, Chartered Financial Consultant®, and Certified Financial Fiduciary® designations. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association and Virginia Tech Alumni Association.
Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.
Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies. Before joining Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.
Carmen works in Corbett Road’s Investment Management Division where he supports all of the firm’s investment strategies and is a member of the Corbett Road Investment Committee. Before joining Corbett Road, Carmen worked as an Investment Consultant at a large financial data company. Carmen earned a Bachelor of Science in Physics with a minor in Mathematics at Boston College. Carmen holds Series 7 and 66 licenses is a CFA Charterholder. He is also a member of the CFA Institute, CFA Society of Washington, D.C., and the Boston College Alumni Association.
Lili provides her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. Lili earned her BA from George Mason University and MBA from George Washington University. She is a Certified Financial Planner™ and Certified Financial Fiduciary®. Lili also holds FINRA Series 6, 7, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.
Alexi provides clients with a holistic view of their financial picture. By identifying their current financial situation, risk tolerance, and future lifetime goals, Alexi is able to deliver a more comprehensive and individualized client experience. Prior to joining Corbett Road, Alexi worked as a Financial Advisor at Oppenheimer and an Associate at UBS.
He received a Bachelor of Science from American University and is a member of the American University Alumni Association. Alexi is a Certified Financial Fiduciary® and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.
Drew earns the trust of his clients through education and by empowering them to take a more active approach with their finances. He takes pride in knowing that his clients make more informed decisions with his support. Drew offers several years of experience in financial planning and investment management. Prior to Corbett Road, he helped establish, grow, and manage the west coast operations for a multi‐billion dollar asset
management firm. He also spent time with Smith Barney and UBS servicing high net‐worth individuals and families. Drew earned his BS from Michigan State University and is a member of the MSU Alumni Association. He holds a FINRA Series 66 license and is a Certified Financial Fiduciary®.
Will offers clients years of financial services, investment guidance and individualized planning experience. Will uses our Milestone™ planning process to assist clients in achieving their financial goals. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planner™ and Certified Financial Fiduciary®. He holds FINA Series 7, Series 63, and Series 65 licenses.
Kit believes that everyone can benefit from the right type of planning. Prior to joining Corbett Road, Kit worked for two financial services firms where he delivered comprehensive planning and services to individuals and families. He received a Bachelor of Science in Finance from Virginia Tech and is a member of the Virginia Tech Alumni Association. Kit is a Certified Financial Planner™, Certified Financial Fiduciary®, and holds FINRA Series 7 and Series 66 licenses, as well as, Life, Health, and Variable Annuity insurance licenses
Sean prioritizes focusing on understanding his clients and their personal motivations. He has found he has been able to add the most value to a relationship through active listening and asking the right questions. He earned a Bachelor of Science in Finance with a concentration in Financial Panning at Virginia Tech and is a member of the Virginia Tech Alumni Association. He has also earned the Certified Financial Planner™ and Certified Financial Fiduciary® designations and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.
Marcus offers years of experience in the financial services arena and believes planning is an integral part in helping a client achieve their personal measure of success. Prior to Corbett Road, Marcus worked for Pioneer Investments, providing exceptional customer service to investors across the country. He also spent time with International Fund Services, in which he was responsible for the complete administration of multiple hedge funds and the management of many high profile relationships. Marcus earned a BS from Virginia Tech and holds FINRA Series 7 and 66 licenses. Marcus is also a Certified Financial Fiduciary® and has Life, Health, and Variable Annuity Insurance licenses.
Nicole supports the client relationship team and works to ensure that clients receive an exceptional level of service. She earned a Bachelor of Science in Financial Planning from the University of Georgia and is a member of the University of Georgia Alumni Association. Nicole is currently working towards her FINRA Series 7 and 66 licenses and plans to pursue the Certified Financial Planner™ designation.
Isabelle supports the client relationship team and works to ensure that clients receive an exceptional level of service. She earned a Bachelor of Arts from Montana State University and an MBA with a certification in Finance from Hult International Business School. She is a member of the Alumni Association of each of her schools and is currently working towards her FINRA Series 7 and 66 licenses and has plans to pursue the Certified Financial Planner™ designation.
Tom is a CPA and CFP® and has several years of experience in the financial services profession. He focuses on comprehensive financial planning including goal setting, investment selection and management, retirement planning, tax planning, and risk management.
Yohanna is a Certified Financial Planner® Practitioner with several years of experience in the financial services industry. She holds a BBA from Trinity Western University and a MBA (finance) from Marymount University. She also holds FINRA Series 7 and Series 66 licenses, as well as Life, Health and Variable Annuity Insurance licenses. Yohanna is a member of the Financial Planning Association and the International Association of Registered Financial Consultants.
